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Estate & Legacy Gifts

     

To make a gift of any kind to The Marine Mammal Center is an act of generosity. To make a long-term gift – one derived from the work of a lifetime – is to make a commitment beyond measure...

For more than a quarter century, The Marine Mammal Center has been fortunate to count on the support of those who share our commitment to the survival of marine mammals and the conservation of their ocean habitat. Among those members and friends, some make the most lasting gift of all by remembering the Center in their estate plans.

The Steller Circle was created to recognize and honor those special friends who have chosen to include the Center in their estate plans. They are people just like you. They come from all walks of life and share an intense desire to support our work in the rescue, rehabilitation, and release of marine mammals, our scientific research, and our educational programs, which increase public knowledge and awareness of marine mammals as a critical link to the health of the oceans and the survival of all life on earth.

The Steller Circle is named after Georg Wilhelm Steller, an 18th century naturalist who researched and named, among other animals and plants, the Steller sea lion. You are eligible for membership in the Steller Circle by informing us that you have arranged to include The Marine Mammal Center in any of the ways listed below.

Establishing an estate plan that best suits your needs and fulfills your charitable wishes takes time and expertise. We encourage you to discuss these and other options with a tax or legal advisor for further details and to determine which options are best for you and you family.

We invite you to join this extraordinary circle of friends of marine mammals. If you have already included The Marine Mammal Center in your will or other estate plans, please let us know so we can thank you personally and officially welcome you to this special society.

   Steller Sea Lion

You may also refer to this PDF brochure to print and share with your attorney or financial planner.

Benefits of Membership in the Steller Circle

By participating in the Steller Circle, you can extend your commitment to the survival of marine mammals and the conservation of their ocean habitat far beyond your own lifetime.

When you notify us that you have included The Marine Mammal Center in your estate plans, you automatically become a member of the Steller Circle and will receive these special benefits:

  • Invitations - You will be invited to events at the Center and to attend a special release of rehabilitated animals back to the ocean.
  • Listing in the Center's Annual Report and other publications. (If you prefer to remain anonymous, we will respect your wishes, but please let us know).

Contact Us

If you have questions, or would like to discuss the different ways of making a planned gift to The Marine Mammal Center, please contact our Advancement Department at (415) 289-7335, or email give@tmmc.org

 


 

Gifts in Your Will

A bequest to The Marine Mammal Center can be accomplished with a simple statement in your will, or in a codicil to an existing will, or a revocable/living trust.

For example, you may make a specific bequest:

"I give and bequeath to The Marine Mammal Center, Sausalito, California, the sum of $___________ to be used for the general purposes of the organization."


OR a residuary bequest:

"I give and bequeath to The Marine Mammal Center, Sausalito, California, ____ percent of the rest, residue, and remainder of my estate to be used for the general purposes of the organization."

If you wish, you may designate that your gift be used specifically for animal welfare, veterinary science, or educational programs.

Gifts in Trust

The creation of a Charitable Remainder Trust, either during your lifetime or through your will, allows you to convert highly appreciated assets such as stocks or real estate into tax-sheltered income. By establishing a Charitable Remainder Trust, you can support The Marine Mammal Center, defer capital gains taxes on the sale of Trust assets, provide an immediate charitable income tax deduction if the gift is made during your lifetime, reduce estate taxes upon death, and provide a spendable income for yourself or other beneficiaries you choose.

It may sound complicated, but it's actually rather simple. Money, securities, or other property are transferred to a trustee (that could be you) who will manage the assets and pay an income to you (or someone you designate). When the trust terminates, the trustee transfers the remaining principal to The Marine Mammal Center.

Gifts Listing The Marine Mammal Center as a Beneficiary

You can make The Marine Mammal Center the beneficiary on life insurance policies, retirement accounts, IRA accounts, etc. Our Federal tax id number is 51-0144434.


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Last Dive at the Farallones
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